Hidden in the background of Nvidia's success is partner Taiwan Semiconductor Manufacturing (NYSE: TSM). In fact, one of the ...
Nvidia (NVDA) is shifting production of its most advanced AI chips to Arizona, marking a major step in reviving U.S. semiconductor manufacturing, ...
TSMC faces overvaluation, high CapEx, flat AI demand, and margin pressure, limiting future returns and upside potential.
Nvidia and its closest competitors rely on TSMC to build the chips they design. 10 stocks we like better than Taiwan ...
Narrow monopolies can be the best way to accelerate specific technologies, but AI is not like other technologies. It's an all-encompassing transformation that touches every aspect of human activity.
The founder of an established tech summit lays out the reasons why the event is moving from Seattle to Arizona, underscoring ...
Elon Musk announced Tesla has completed a design review for its upcoming AI5 chip, with AI6 and AI7 to follow rapidly. AI8 is ...
As AI spending grows, so will the need for semiconductor capacity from TSMC. This should enable it to keep increasing revenue ...
Nvidia CEO Jensen Huang announced that the company’s AI chips are now being manufactured in Arizona, marking a significant ...
US President Donald Trump has said Nvidia's Blackwell AI chips shall continue to be kept out of China. When Norah O'Donnell of CBS' 60 Minutes specifically asked the US president about allowing Nvidia ...
Nvidia CEO Jensen Huang warns the US government that restricting China's access to advanced AI chips could cede global AI talent to rivals. He highlighted China's effective ban on Nvidia's operations ...
Taiwan Semiconductor Manufacturing Company's Phoenix expansion could generate 40k construction jobs and tens of thousands of ...